Wealth Services Assistant
Victoria, BCFirst West
Please note, this role may be required to work out of a wealth management centre; Member Transactions : Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within…
Associate Wealth Advisor
Victoria, BCFirst West
2+ ansCandidates need a related college or technical diploma, CIRO Registered Representative licensing and financial planning experience with high-net-worth clients. They also need strong analytical, sales and communication skills, and must obtain LLQP and CIRO courses within one year of hire.
Financial planning software, Microsoft Office